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New and Unique Tools to Help Improve Your Agency

Everybody has heard of chatbots, esignature platforms and different automations for the insurance agency. But there are some lesser-known tools that can not only make your life easier, but also can improve your agency’s sales and marketing. Some you may be familiar with and some may be new, but nonetheless, you should consider using all of these tools to your advantage.


Crystal – Personality Insights for Teams, Sales and Hiring

  1. It’s the first scalable personality insights platform. For teams, you can conduct a personality assessment at scale, in under 10 minutes, create custom personality playbooks for anyone on your team for any situation, and identify team strengths and weaknesses to run productive remote meetings. On the other hand, this personality insights tool can be used for sales. You simple upload an email or download the Chrome Browser extension and run an analysis on the individuals LinkedIn account. The tool will predict their personality and give insights in how they are likely motivated and what drives deals forward with the person. Every person is different but Crystal gives you an insight to build better and deeper relationships.


Adobe Scan – Scan Forms with Your Phone

  1. Ever wanted to scan pieces of physical paper into a PDF using just your phone? You can use the Notes app on an iPhone but with the Adobe Scan, you can do so much more, This free mobile app let’s you capture, store and share documents while taking the place of a physical scanner.


Otter.ai – Accurate Transcription AI Platform

  1. Use Otter to obtain rich notes for meetings, interviews, lectures and other important voice conversations. This AI-powered assistant listens to the conversation and transcribes it as you go. Whether you use your phone or computer, The Otter application allows for instant transcription at a very low cost. Otter has great reviews for being accurate and precise which can be a shortfall of many automatic transcription (voice-to-text) platforms. If you use it, you may want to let the other party know they are being recorded as Otter uses your microphone to listen into the conversation.


Handwrytten – Paid Resource that Writes and Sends Han

  1. Handwrytten builds deep and lasting bonds with your customers through the power of handwritten notes. Most cards are $3.25 plus postage with bulk discounts available. This is a great tool to take advantage of the power of handwritten letters to send to existing clients, prospects, an individual or business you just quoted or others. You add the message and address then let Handwrytten take care of the rest.


HTTPS Everywhere – A Google Chrome Extension to Internet Security

  1. HTTPS Everyhwere is a Chrome extension which automatically switches thousands of sites form insecure “http” to secure “https”. It will protect you against many forms of surveillance and account hijacking, and some forms of censorship.


MozBar – The SEO Toolbar on Google Chrome

  1. MozBar gives you instant metrics while viewing any page. You are able to create custom searches by engine, country, region, or city, assess the Page Authority and Domain Authority of any site or page, access and compare link metrics across pages and more! Easily improve your Search Engine Optimization and search result performance with MozBar.


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